$40MM AUM | $254,000 GDC in Phoenix, AZ

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Phoenix, AZ, US
Fee 0% Commission 100%
$254,000
Gross Revenue
350
# of Accounts
55
Avg Client Age
Overview

The Retirement Professionals serve a variety of clienteles including K-12 education, health care professionals, fire districts, and business owners. Our offices are in Arizona with locations in Tucson and Phoenix. We create easy to understand financial plans for our clients that are consistent with our beliefs. Then we partner up as a coach to help you stick with the plan during the ups and downs. We believe this process drives results. The firm's mission is to value others above ourselves and make a positive impact on people and their financial lives. It is our sincere goal that you are better off for having engaged our services.

Extended Profile Information

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